From 8e9ed84345d2cce35e4f2bde95f9788a671464ff Mon Sep 17 00:00:00 2001 From: pasaw Date: Fri, 26 Jun 2026 05:32:35 +0530 Subject: [PATCH] [ADD] discuss_ai_search: AI-based natural language search for Discuss Discuss's built-in message search only matches literal keywords/substrings in message text. It misses relevant messages that use different wording than the search query, and gives no way to ask a question and get back the matching conversation in context. This adds an AI search panel to the Discuss sidebar that lets the user type a natural-language prompt and get back the relevant messages from the channel, even when they don't contain the exact words typed: - discuss_channel.action_ask_ai sends the prompt with the channel's message history to an LLM (Gemini), which returns a natural-language answer plus the ids of the messages that actually match the intent of the prompt, so results stay linked to the real conversation instead of just literal keyword hits. - discuss_channel.action_summarize_ai adds a one-click AI summary of the channel (short paragraph + key-points bullet list) for quickly catching up on long threads. - static/src/thread_action.js and static/src/ai_search_panel.js wire both actions into a new Discuss sidebar panel. This makes Discuss search understand intent rather than exact wording, surfacing relevant chats even when the search prompt doesn't share the same words as the original messages. --- discuss_ai_search/__init__.py | 1 + discuss_ai_search/__manifest__.py | 17 + discuss_ai_search/data/discuss_demo_data.xml | 4584 +++++++++++++++++ discuss_ai_search/models/__init__.py | 2 + discuss_ai_search/models/discuss_ai.py | 53 + discuss_ai_search/models/discuss_channel.py | 69 + .../static/src/ai_search_panel.js | 53 + .../static/src/ai_search_panel.scss | 47 + .../static/src/ai_search_panel.xml | 31 + discuss_ai_search/static/src/thread_action.js | 13 + 10 files changed, 4870 insertions(+) create mode 100644 discuss_ai_search/__init__.py create mode 100644 discuss_ai_search/__manifest__.py create mode 100644 discuss_ai_search/data/discuss_demo_data.xml create mode 100644 discuss_ai_search/models/__init__.py create mode 100644 discuss_ai_search/models/discuss_ai.py create mode 100644 discuss_ai_search/models/discuss_channel.py create mode 100644 discuss_ai_search/static/src/ai_search_panel.js create mode 100644 discuss_ai_search/static/src/ai_search_panel.scss create mode 100644 discuss_ai_search/static/src/ai_search_panel.xml create mode 100644 discuss_ai_search/static/src/thread_action.js diff --git a/discuss_ai_search/__init__.py b/discuss_ai_search/__init__.py new file mode 100644 index 00000000000..0650744f6bc --- /dev/null +++ b/discuss_ai_search/__init__.py @@ -0,0 +1 @@ +from . import models diff --git a/discuss_ai_search/__manifest__.py b/discuss_ai_search/__manifest__.py new file mode 100644 index 00000000000..ffa78a4b25f --- /dev/null +++ b/discuss_ai_search/__manifest__.py @@ -0,0 +1,17 @@ +{ + 'name': "Discuss AI Search", + 'version': '1.0', + 'category': 'Discuss', + 'summary': "Categorize and summarize Discuss messages using AI", + 'depends': ['mail'], + 'data': [ + 'data/discuss_demo_data.xml' + ], + 'assets': { + 'web.assets_backend': [ + 'discuss_ai_search/static/src/**/*', + ], + }, + 'author': "Parth Sawant", + 'license': 'LGPL-3', +} \ No newline at end of file diff --git a/discuss_ai_search/data/discuss_demo_data.xml b/discuss_ai_search/data/discuss_demo_data.xml new file mode 100644 index 00000000000..ceddf0a0e48 --- /dev/null +++ b/discuss_ai_search/data/discuss_demo_data.xml @@ -0,0 +1,4584 @@ + + + + + + Veltrix Industries - ERP Deal + channel + + + + + + + + + + + + + discuss.channel + + comment + + + Hi Rohan, thanks for hopping on chat. I heard from Priya that Veltrix is looking to upgrade your warehouse ERP setup?

]]> + + + + discuss.channel + + comment + + + Yes, hi Aditya. We've outgrown our current system, it's been a mess honestly.

]]> + + + + discuss.channel + + comment + + + Totally understand. How many warehouse locations are we talking about?

]]> + + + + discuss.channel + + comment + + + 3 right now, but we're opening a 4th in Pune by Q3.

]]> + + + + discuss.channel + + comment + + + Got it. And what's the team size that would be using the system day to day?

]]> + + + + discuss.channel + + comment + + + Roughly 40 people across all locations, mix of inventory staff and floor supervisors.

]]> + + + + discuss.channel + + comment + + + Makes sense. Are you currently using any barcode/RFID setup or is it manual entry?

]]> + + + + discuss.channel + + comment + + + Manual entry mostly. We tried barcode scanners 2 years ago but the old system never integrated well.

]]> + + + + discuss.channel + + comment + + + That's a really common pain point honestly, glad you brought it up early.

]]> + + + + discuss.channel + + comment + + + Yeah it's been frustrating. Half our stock discrepancies trace back to manual entry errors.

]]> + + + + discuss.channel + + comment + + + Makes sense why you're looking to switch then. What's the timeline you're working with?

]]> + + + + discuss.channel + + comment + + + Ideally live before the new Pune warehouse opens. So end of Q3 at the latest.

]]> + + + + discuss.channel + + comment + + + Okay that's workable. Let me pull together what modules would fit and get back to you.

]]> + + + + discuss.channel + + comment + + + Sounds good. Also are you guys able to handle multi-currency? We import from 2 vendors in Germany.

]]> + + + + discuss.channel + + comment + + + Yes, multi-currency is supported out of the box, no issue there.

]]> + + + + discuss.channel + + comment + + + Perfect, that was a dealbreaker with the last vendor we evaluated.

]]> + + + + discuss.channel + + comment + + + Good to know. I'll also loop in our implementation lead for a quick technical call next week.

]]> + + + + discuss.channel + + comment + + + Works for me. Tuesday or Wednesday afternoon would be ideal.

]]> + + + + discuss.channel + + comment + + + Tuesday 3pm IST?

]]> + + + + discuss.channel + + comment + + + Tuesday 3pm works, I'll block it.

]]> + + + + discuss.channel + + comment + + + Great, sending the invite now.

]]> + + + + discuss.channel + + comment + + + Got it, thanks.

]]> + + + + discuss.channel + + comment + + + By the way, do you guys also need a barcode hardware bundle or do you already have scanners?

]]> + + + + discuss.channel + + comment + + + We have some old scanners but they're pretty outdated, probably need new ones.

]]> + + + + discuss.channel + + comment + + + Noted, I'll include a hardware recommendation separately.

]]> + + + + discuss.channel + + comment + + + Appreciate that.

]]> + + + + discuss.channel + + comment + + + One more thing -- do you need this to integrate with your existing accounting software?

]]> + + + + discuss.channel + + comment + + + Yes, we use Tally currently. Integration is important.

]]> + + + + discuss.channel + + comment + + + Okay, that's a standard connector for us, shouldn't be a problem.

]]> + + + + discuss.channel + + comment + + + Great, one less thing to worry about.

]]> + + + + discuss.channel + + comment + + + Quick housekeeping question -- who else from your side should be on these calls? Just you, or others too?

]]> + + + + discuss.channel + + comment + + + Just me for now. I'll bring in our ops head once we're closer to deciding.

]]> + + + + discuss.channel + + comment + + + Sounds good. I'll keep the conversation focused with you until then.

]]> + + + + discuss.channel + + comment + + + Appreciated.

]]> + + + + discuss.channel + + comment + + + Also wanted to flag -- our support team usually does a 2-week onboarding sprint post go-live.

]]> + + + + discuss.channel + + comment + + + That's good to know, we'll probably need that given our team isn't very tech savvy.

]]> + + + + discuss.channel + + comment + + + No worries, we've onboarded much less tech-savvy teams before, it's usually smoother than people expect.

]]> + + + + discuss.channel + + comment + + + Good to hear.

]]> + + + + discuss.channel + + comment + + + Alright, let me prep the requirements doc and share it with you by tomorrow.

]]> + + + + discuss.channel + + comment + + + Sounds good, talk soon.

]]> + + + + discuss.channel + + comment + + + Just a heads up, I'm out tomorrow morning, doctor's appointment, but I'll have it to you by afternoon.

]]> + + + + discuss.channel + + comment + + + No rush, take your time.

]]> + + + + discuss.channel + + comment + + + Appreciate that. Also, did your team already shortlist any other vendors?

]]> + + + + discuss.channel + + comment + + + We looked at 2 others but neither felt right. One was too rigid, other was way too expensive for what we needed.

]]> + + + + discuss.channel + + comment + + + Got it, helps to know what to avoid then.

]]> + + + + discuss.channel + + comment + + + Yeah for sure.

]]> + + + + discuss.channel + + comment + + + Quick one — does Veltrix have a preferred hosting setup, cloud or on-prem?

]]> + + + + discuss.channel + + comment + + + Cloud is fine, we don't want to manage servers internally.

]]> + + + + discuss.channel + + comment + + + Perfect, that simplifies deployment a lot on our end.

]]> + + + + discuss.channel + + comment + + + Good to know.

]]> + + + + discuss.channel + + comment + + + Reminder to self -- need to also check with our infra team about the Pune data residency requirement.

]]> + + + + discuss.channel + + comment + + + Oh that's actually important, Pune facility has some compliance requirements around data location.

]]> + + + + discuss.channel + + comment + + + Noted, will confirm and get back to you with specifics.

]]> + + + + discuss.channel + + comment + + + Thanks, that's a hard requirement on our end so good you're checking early.

]]> + + + + discuss.channel + + comment + + + Definitely, better to flag now than after the contract is signed.

]]> + + + + discuss.channel + + comment + + + Agreed.

]]> + + + + discuss.channel + + comment + + + Alright sending the requirements doc your way now.

]]> + + + + discuss.channel + + comment + + + Got it, will review by end of day.

]]> + + + + discuss.channel + + comment + + + Take your time, no rush on this end.

]]> + + + + discuss.channel + + comment + + + Appreciate it.

]]> + + + + discuss.channel + + comment + + + Also just for my notes -- what's the current monthly inventory transaction volume roughly?

]]> + + + + discuss.channel + + comment + + + Around 12,000 transactions a month across all 3 sites.

]]> + + + + discuss.channel + + comment + + + Good to know, that helps size the infrastructure correctly.

]]> + + + + discuss.channel + + comment + + + Reviewed the doc. Looks solid overall, couple of questions though.

]]> + + + + discuss.channel + + comment + + + Sure, go ahead.

]]> + + + + discuss.channel + + comment + + + Does the system support batch/lot tracking? We deal with perishable industrial chemicals.

]]> + + + + discuss.channel + + comment + + + Yes, batch and lot tracking with expiry alerts is supported.

]]> + + + + discuss.channel + + comment + + + That's great, that was actually a concern.

]]> + + + + discuss.channel + + comment + + + Glad it's covered. Anything else?

]]> + + + + discuss.channel + + comment + + + Yeah, can we get a custom dashboard for the ops head? She likes seeing things her own way.

]]> + + + + discuss.channel + + comment + + + Custom dashboards are doable, we'll scope that as part of the implementation phase.

]]> + + + + discuss.channel + + comment + + + Perfect.

]]> + + + + discuss.channel + + comment + + + Also wanted to check, are you open to a phased rollout? Site by site instead of all at once?

]]> + + + + discuss.channel + + comment + + + Yeah honestly that sounds safer. Let's do phased.

]]> + + + + discuss.channel + + comment + + + Good call, reduces risk a lot, especially with the team being newer to this kind of system.

]]> + + + + discuss.channel + + comment + + + Exactly my thinking.

]]> + + + + discuss.channel + + comment + + + Alright, the technical call is tomorrow 3pm right, with our implementation lead?

]]> + + + + discuss.channel + + comment + + + Yes confirmed.

]]> + + + + discuss.channel + + comment + + + Great, I'll join too just to keep continuity.

]]> + + + + discuss.channel + + comment + + + Sounds good.

]]> + + + + discuss.channel + + comment + + + Quick favour, can you send over a sample of your current Tally export format before the call?

]]> + + + + discuss.channel + + comment + + + Sure, sending it now.

]]> + + + + discuss.channel + + comment + + + Got it, thanks, this'll save us time tomorrow.

]]> + + + + discuss.channel + + comment + + + No problem.

]]> + + + + discuss.channel + + comment + + + By the way, the printer in our office just died, so if I sound distracted later it's because IT is fixing it lol

]]> + + + + discuss.channel + + comment + + + Haha no worries.

]]> + + + + discuss.channel + + comment + + + Okay technical call went well on our end, did it feel good for you too?

]]> + + + + discuss.channel + + comment + + + Yes, your implementation lead really understood our pain points, especially around the manual entry issue.

]]> + + + + discuss.channel + + comment + + + Glad to hear that, she's great at this stuff.

]]> + + + + discuss.channel + + comment + + + Definitely came across that way.

]]> + + + + discuss.channel + + comment + + + Next step would be to get you a detailed proposal with costing. Should I prepare that?

]]> + + + + discuss.channel + + comment + + + Yes please, ops head wants to see numbers before our internal review next month.

]]> + + + + discuss.channel + + comment + + + Understood, I'll have a draft proposal ready in a few days.

]]> + + + + discuss.channel + + comment + + + Sounds good.

]]> + + + + discuss.channel + + comment + + + One thing I want to flag -- the hardware bundle (scanners) will be a separate cost from the software licensing.

]]> + + + + discuss.channel + + comment + + + That's fine, we expected that.

]]> + + + + discuss.channel + + comment + + + Good, just wanted to be transparent about that upfront.

]]> + + + + discuss.channel + + comment + + + Appreciate the transparency honestly.

]]> + + + + discuss.channel + + comment + + + Also do you want training included for all 40 users or just the supervisors initially?

]]> + + + + discuss.channel + + comment + + + Let's start with supervisors, they can train the rest internally.

]]> + + + + discuss.channel + + comment + + + Makes sense, that's usually more cost-effective too.

]]> + + + + discuss.channel + + comment + + + Good to know.

]]> + + + + discuss.channel + + comment + + + Alright, drafting the proposal now. Will share by Thursday.

]]> + + + + discuss.channel + + comment + + + Perfect, that gives me time before our internal review.

]]> + + + + discuss.channel + + comment + + + Exactly the plan.

]]> + + + + discuss.channel + + comment + + + One more thing -- can the system generate compliance reports for chemical handling? Regulatory requirement for us.

]]> + + + + discuss.channel + + comment + + + Yes, we have a compliance reporting module specifically for hazardous/regulated materials.

]]> + + + + discuss.channel + + comment + + + That's a relief, that almost killed our last vendor evaluation.

]]> + + + + discuss.channel + + comment + + + Good thing we have it covered then.

]]> + + + + discuss.channel + + comment + + + Definitely.

]]> + + + + discuss.channel + + comment + + + Quick unrelated thing -- are you the only approver on your side or does finance also need to sign off?

]]> + + + + discuss.channel + + comment + + + Finance will need to sign off above a certain threshold, but I have authority up to a decent amount.

]]> + + + + discuss.channel + + comment + + + Good to know for planning the approval timeline.

]]> + + + + discuss.channel + + comment + + + Yeah I'll flag early if we're going to need finance's sign-off.

]]> + + + + discuss.channel + + comment + + + Appreciate that, helps us plan internally too.

]]> + + + + discuss.channel + + comment + + + No problem.

]]> + + + + discuss.channel + + comment + + + Drafting the proposal now, will follow up Thursday as promised.

]]> + + + + discuss.channel + + comment + + + Sounds good, talk then.

]]> + + + + discuss.channel + + comment + + + By the way, did you ever resolve the barcode scanner issue from your old vendor or still pending?

]]> + + + + discuss.channel + + comment + + + Still pending, we're basically waiting on you guys for that now honestly.

]]> + + + + discuss.channel + + comment + + + Got it, I'll prioritize the hardware recommendation list then.

]]> + + + + discuss.channel + + comment + + + Appreciated.

]]> + + + + discuss.channel + + comment + + + Also just a process note -- once we send the proposal, validity is usually 30 days.

]]> + + + + discuss.channel + + comment + + + That's fine, we move reasonably fast once we decide.

]]> + + + + discuss.channel + + comment + + + Good to know.

]]> + + + + discuss.channel + + comment + + + Reminder to team -- don't forget to CC finance on any proposal over a certain value, per our internal policy.

]]> + + + + discuss.channel + + comment + + + Makes sense on your end too I assume.

]]> + + + + discuss.channel + + comment + + + Yeah, standard internal process for us.

]]> + + + + discuss.channel + + comment + + + Understood.

]]> + + + + discuss.channel + + comment + + + Quick one, are you guys flexible on go-live date if implementation runs slightly long, or is Q3 hard?

]]> + + + + discuss.channel + + comment + + + Q3 is fairly hard because of the Pune warehouse opening, but a couple weeks of buffer should be fine.

]]> + + + + discuss.channel + + comment + + + Good to know, gives us some breathing room in planning.

]]> + + + + discuss.channel + + comment + + + Yeah just don't push it too far, ops head will not be happy.

]]> + + + + discuss.channel + + comment + + + Noted, will keep that in mind while planning the implementation timeline.

]]> + + + + discuss.channel + + comment + + + Appreciated.

]]> + + + + discuss.channel + + comment + + + Alright I'm heads down on the proposal now, will have a draft by Thursday like planned.

]]> + + + + discuss.channel + + comment + + + Sounds good, looking forward to it.

]]> + + + + discuss.channel + + comment + + + By the way, has the Pune compliance data-residency thing been confirmed on your side yet?

]]> + + + + discuss.channel + + comment + + + Still checking with our legal team, should know by next week.

]]> + + + + discuss.channel + + comment + + + No rush, just wanted to keep it on both our radars.

]]> + + + + discuss.channel + + comment + + + Appreciated, will update you as soon as I hear back.

]]> + + + + discuss.channel + + comment + + + Sending over the proposal now, take a look when you get a chance.

]]> + + + + discuss.channel + + comment + + + Got it, will review today.

]]> + + + + discuss.channel + + comment + + + Quick note, the printer at our office is still acting up, so the PDF formatting might look slightly off if you print it, viewing on screen is cleaner.

]]> + + + + discuss.channel + + comment + + + Haha noted, will view on screen.

]]> + + + + discuss.channel + + comment + + + Let me know if the pricing structure makes sense or if you have questions.

]]> + + + + discuss.channel + + comment + + + Will do, give me a day.

]]> + + + + discuss.channel + + comment + + + No rush.

]]> + + + + discuss.channel + + comment + + + Quick question, is this pricing per warehouse or a blanket pricing for all locations?

]]> + + + + discuss.channel + + comment + + + Good question, it's blanket pricing covering all current and the new Pune location.

]]> + + + + discuss.channel + + comment + + + That's helpful clarity, makes the proposal easier to present internally.

]]> + + + + discuss.channel + + comment + + + Glad that's clear now.

]]> + + + + discuss.channel + + comment + + + Also is the hardware bundle pricing in the same document or separate?

]]> + + + + discuss.channel + + comment + + + Separate section in the same document, scroll down a bit, it's clearly labeled.

]]> + + + + discuss.channel + + comment + + + Ah found it, thanks.

]]> + + + + discuss.channel + + comment + + + No problem.

]]> + + + + discuss.channel + + comment + + + Reminder to self, need to double check the printer pricing list IT sent for the new office printer, totally unrelated to this deal lol.

]]> + + + + discuss.channel + + comment + + + Haha all good, take your time with that.

]]> + + + + discuss.channel + + comment + + + Appreciate it, internal stuff piling up today.

]]> + + + + discuss.channel + + comment + + + Happens to all of us.

]]> + + + + discuss.channel + + comment + + + Anyway, back to the proposal. Any initial thoughts after a first read?

]]> + + + + discuss.channel + + comment + + + Looks reasonable on the surface, need to discuss internally before locking anything in.

]]> + + + + discuss.channel + + comment + + + Understood, take the time you need.

]]> + + + + discuss.channel + + comment + + + Will do.

]]> + + + + discuss.channel + + comment + + + I think we quoted a similar setup for another client last year, let me check the old quotation for reference to make sure our numbers are consistent.

]]> + + + + discuss.channel + + comment + + + Sure, that makes sense for your own internal consistency.

]]> + + + + discuss.channel + + comment + + + Yeah just want to make sure we're being fair and consistent across clients.

]]> + + + + discuss.channel + + comment + + + Appreciate that approach honestly.

]]> + + + + discuss.channel + + comment + + + Quick one, does the quotation need to be in INR or would USD work better for your internal approval process?

]]> + + + + discuss.channel + + comment + + + INR is fine, that's what finance expects.

]]> + + + + discuss.channel + + comment + + + Good, keeping it in INR then.

]]> + + + + discuss.channel + + comment + + + Perfect.

]]> + + + + discuss.channel + + comment + + + Just flagging, our quotation format changed slightly last quarter, make sure you're looking at the latest one I sent, not an older draft.

]]> + + + + discuss.channel + + comment + + + Yep, using the latest one you just sent.

]]> + + + + discuss.channel + + comment + + + Perfect, just wanted to avoid confusion.

]]> + + + + discuss.channel + + comment + + + Appreciated.

]]> + + + + discuss.channel + + comment + + + Also, quotation validity is 30 days as I mentioned, just a reminder as we get closer to your internal review.

]]> + + + + discuss.channel + + comment + + + Noted, should be within that window.

]]> + + + + discuss.channel + + comment + + + Good to know.

]]> + + + + discuss.channel + + comment + + + Quick one on my side, can you resend the quotation PDF, my inbox seems to have dropped the attachment.

]]> + + + + discuss.channel + + comment + + + Sure, resending now.

]]> + + + + discuss.channel + + comment + + + Got it this time, thanks.

]]> + + + + discuss.channel + + comment + + + No problem.

]]> + + + + discuss.channel + + comment + + + Reminder to team -- don't forget to CC finance on every quotation over a certain threshold per company policy.

]]> + + + + discuss.channel + + comment + + + Makes sense as an internal control.

]]> + + + + discuss.channel + + comment + + + Yeah, keeps things clean on our end.

]]> + + + + discuss.channel + + comment + + + Understood.

]]> + + + + discuss.channel + + comment + + + By the way, did the quotation also factor in the phased rollout we discussed, or is it for a single go-live?

]]> + + + + discuss.channel + + comment + + + It accounts for the phased rollout, costs are broken into 3 phases matching your sites.

]]> + + + + discuss.channel + + comment + + + That's clear, makes it easier to present each phase separately to finance if needed.

]]> + + + + discuss.channel + + comment + + + Exactly the intention behind structuring it that way.

]]> + + + + discuss.channel + + comment + + + Smart approach.

]]> + + + + discuss.channel + + comment + + + Quick note, IT finally fixed the office printer, so no more weird formatting issues on documents from our side lol.

]]> + + + + discuss.channel + + comment + + + Haha glad to hear it.

]]> + + + + discuss.channel + + comment + + + Small victories.

]]> + + + + discuss.channel + + comment + + + Anyway, discussing the quotation with our ops head tomorrow, will update you after.

]]> + + + + discuss.channel + + comment + + + Sounds good, take your time.

]]> + + + + discuss.channel + + comment + + + Will do.

]]> + + + + discuss.channel + + comment + + + Also just curious, did the other 2 vendors you evaluated give you a quotation too, just curious how we compare structurally, not asking for numbers.

]]> + + + + discuss.channel + + comment + + + Yeah they did, honestly your quotation structure is much clearer than both of theirs.

]]> + + + + discuss.channel + + comment + + + Good to hear, we try to keep things transparent.

]]> + + + + discuss.channel + + comment + + + It shows.

]]> + + + + discuss.channel + + comment + + + Quick internal note to self, need to check the old printer-toner quotation IT sent, totally separate thing, ignore this if you see it lol.

]]> + + + + discuss.channel + + comment + + + Haha no worries, ignored.

]]> + + + + discuss.channel + + comment + + + Sorry for the noise, busy day.

]]> + + + + discuss.channel + + comment + + + All good, happens.

]]> + + + + discuss.channel + + comment + + + Anyway, let me know how the internal discussion with your ops head goes tomorrow.

]]> + + + + discuss.channel + + comment + + + Will update you right after.

]]> + + + + discuss.channel + + comment + + + Appreciated, talk soon.

]]> + + + + discuss.channel + + comment + + + Talk soon.

]]> + + + + discuss.channel + + comment + + + Just a heads up, I'm in back to back meetings tomorrow morning, might be slow to respond but will get to you.

]]> + + + + discuss.channel + + comment + + + No worries, take your time.

]]> + + + + discuss.channel + + comment + + + Appreciate that.

]]> + + + + discuss.channel + + comment + + + Quick reminder to self -- need to standardize how we name our quotation files internally, getting a bit messy on our drive.

]]> + + + + discuss.channel + + comment + + + Haha that's a very relatable internal problem.

]]> + + + + discuss.channel + + comment + + + Tell me about it.

]]> + + + + discuss.channel + + comment + + + Anyway, ops head reviewed the quotation, she had a couple of questions about the discount structure.

]]> + + + + discuss.channel + + comment + + + Sure, happy to clarify, what's she curious about?

]]> + + + + discuss.channel + + comment + + + Mainly whether the discount applies if we commit to a 2-year contract instead of 1-year.

]]> + + + + discuss.channel + + comment + + + Good question, let me check internally and get back to you on that specific structure.

]]> + + + + discuss.channel + + comment + + + Sounds good, no rush on our end either.

]]> + + + + discuss.channel + + comment + + + So checked internally, yes a 2-year commitment unlocks a better discount tier than the standard 1-year.

]]> + + + + discuss.channel + + comment + + + That's helpful, will bring that back to the ops head.

]]> + + + + discuss.channel + + comment + + + Let me know what she thinks once she's had a chance to review.

]]> + + + + discuss.channel + + comment + + + Will do.

]]> + + + + discuss.channel + + comment + + + Also wanted to ask, how's the Pune compliance check going on your legal team's end?

]]> + + + + discuss.channel + + comment + + + Honestly that's been slower than I expected, legal is stretched thin this month.

]]> + + + + discuss.channel + + comment + + + Understood, these things take time, no pressure on our end.

]]> + + + + discuss.channel + + comment + + + Appreciate that, I know it's been a few weeks since we said it'd be quick.

]]> + + + + discuss.channel + + comment + + + No worries at all, happens with internal processes everywhere.

]]> + + + + discuss.channel + + comment + + + Yeah unfortunately so.

]]> + + + + discuss.channel + + comment + + + By the way, just checking in on the overall timeline -- still feeling okay about hitting Q3?

]]> + + + + discuss.channel + + comment + + + Honestly I'm a bit concerned. Between legal being slow and our ops head's calendar being packed, things feel like they're slipping again.

]]> + + + + discuss.channel + + comment + + + I hear you, that's a valid concern given how tight Q3 already is.

]]> + + + + discuss.channel + + comment + + + Yeah, it's been a recurring pattern on our side this quarter, lots of internal bottlenecks.

]]> + + + + discuss.channel + + comment + + + Is there anything we can do on our end to help move things along faster internally for you?

]]> + + + + discuss.channel + + comment + + + Maybe a one-pager summary I can forward to legal and the ops head, something quick they can skim instead of the full proposal.

]]> + + + + discuss.channel + + comment + + + That's a great idea, I'll put that together today.

]]> + + + + discuss.channel + + comment + + + That would genuinely help a lot, thank you.

]]> + + + + discuss.channel + + comment + + + Of course, happy to make this easier on your end.

]]> + + + + discuss.channel + + comment + + + Really appreciate you being flexible about this, it's been a stressful month internally.

]]> + + + + discuss.channel + + comment + + + Totally understand, we want this to work for you, not add more friction.

]]> + + + + discuss.channel + + comment + + + That means a lot honestly.

]]> + + + + discuss.channel + + comment + + + Sending the one-pager by end of day.

]]> + + + + discuss.channel + + comment + + + Perfect, thank you.

]]> + + + + discuss.channel + + comment + + + By the way, completely unrelated, anyone free for a quick sync later on the onboarding flow for a different client? Not you, just an internal note to my team here lol.

]]> + + + + discuss.channel + + comment + + + Haha all good, ignored.

]]> + + + + discuss.channel + + comment + + + Sorry, sometimes these internal messages slip into the wrong thread.

]]> + + + + discuss.channel + + comment + + + No worries at all, happens.

]]> + + + + discuss.channel + + comment + + + Anyway, one-pager is ready, sending now.

]]> + + + + discuss.channel + + comment + + + Got it, this is exactly what I needed, much easier to forward.

]]> + + + + discuss.channel + + comment + + + Glad it helps, let me know if legal or your ops head have any questions after reading it.

]]> + + + + discuss.channel + + comment + + + Will do, fingers crossed this speeds things up.

]]> + + + + discuss.channel + + comment + + + Rooting for you on that.

]]> + + + + discuss.channel + + comment + + + Appreciate it.

]]> + + + + discuss.channel + + comment + + + Quick one, did the discount conversation go anywhere with your ops head, the 2-year vs 1-year thing?

]]> + + + + discuss.channel + + comment + + + Yes actually, she liked the idea of locking in 2 years given the better rate.

]]> + + + + discuss.channel + + comment + + + That's great to hear, want me to update the quotation to reflect the 2-year structure formally?

]]> + + + + discuss.channel + + comment + + + Yes please, that would help move things along on our side.

]]> + + + + discuss.channel + + comment + + + On it, will have the updated numbers to you by tomorrow.

]]> + + + + discuss.channel + + comment + + + Perfect, thank you.

]]> + + + + discuss.channel + + comment + + + Also just to confirm, are we still assuming the phased rollout across the 3 existing sites first, Pune joining as phase 4?

]]> + + + + discuss.channel + + comment + + + Yes that structure still works for us.

]]> + + + + discuss.channel + + comment + + + Great, keeping that as is then in the updated numbers.

]]> + + + + discuss.channel + + comment + + + Sounds good.

]]> + + + + discuss.channel + + comment + + + One more thing while I have you, payment terms wise, are you thinking quarterly or annual upfront?

]]> + + + + discuss.channel + + comment + + + Quarterly works much better for our cash flow honestly.

]]> + + + + discuss.channel + + comment + + + Quarterly it is, I'll structure the updated proposal that way.

]]> + + + + discuss.channel + + comment + + + Appreciated, that's a big help on our end.

]]> + + + + discuss.channel + + comment + + + Happy to accommodate, want this to be smooth for you.

]]> + + + + discuss.channel + + comment + + + Thank you, genuinely.

]]> + + + + discuss.channel + + comment + + + Alright, updating the numbers now with 2-year commitment and quarterly payment terms baked in.

]]> + + + + discuss.channel + + comment + + + Sounds good, will keep an eye out for it.

]]> + + + + discuss.channel + + comment + + + By the way, has legal gotten back on the Pune data residency question yet?

]]> + + + + discuss.channel + + comment + + + Not yet, but the one-pager you sent helped, they said they'd prioritize it this week.

]]> + + + + discuss.channel + + comment + + + That's good progress, glad the one-pager helped move things.

]]> + + + + discuss.channel + + comment + + + Yeah it really did, thank you for putting that together so quickly.

]]> + + + + discuss.channel + + comment + + + Anytime, that's what we're here for.

]]> + + + + discuss.channel + + comment + + + Appreciate the partnership approach honestly, makes a difference.

]]> + + + + discuss.channel + + comment + + + Means a lot to hear that, we try to operate that way with all our clients.

]]> + + + + discuss.channel + + comment + + + It shows.

]]> + + + + discuss.channel + + comment + + + Alright, sending the updated proposal with new terms shortly.

]]> + + + + discuss.channel + + comment + + + Sounds good, looking forward to it.

]]> + + + + discuss.channel + + comment + + + Quick reminder to self, need to water the office plants before I forget, they're looking rough lol, unrelated to anything here.

]]> + + + + discuss.channel + + comment + + + Haha all good, hope the plants survive.

]]> + + + + discuss.channel + + comment + + + Fingers crossed.

]]> + + + + discuss.channel + + comment + + + Anyway, updated proposal incoming with the 2-year and quarterly terms locked in.

]]> + + + + discuss.channel + + comment + + + Got it, will check shortly.

]]> + + + + discuss.channel + + comment + + + Take your time.

]]> + + + + discuss.channel + + comment + + + Reviewed it, looks good. Delivery date for the implementation kickoff would be early next month then?

]]> + + + + discuss.channel + + comment + + + Yes, assuming sign-off lands this week, kickoff is targeted for the 3rd of next month.

]]> + + + + discuss.channel + + comment + + + That works well with our Pune timeline.

]]> + + + + discuss.channel + + comment + + + Great, I'll pencil that in tentatively on our side too.

]]> + + + + discuss.channel + + comment + + + Sounds good.

]]> + + + + discuss.channel + + comment + + + Also just confirming once more, the 2-year commitment locks in the better discount tier we discussed, that's now reflected.

]]> + + + + discuss.channel + + comment + + + Yes, confirmed on our side too.

]]> + + + + discuss.channel + + comment + + + Perfect, that's the full picture then: 2-year term, quarterly payments, phased rollout starting with the 3 sites, kickoff targeted 3rd of next month.

]]> + + + + discuss.channel + + comment + + + That's exactly how we understand it too.

]]> + + + + discuss.channel + + comment + + + Great, glad we're aligned on all of that.

]]> + + + + discuss.channel + + comment + + + Likewise.

]]> + + + + discuss.channel + + comment + + + By the way, did legal confirm anything yet on data residency for Pune?

]]> + + + + discuss.channel + + comment + + + Yes! Finally got confirmation yesterday, we're cleared on that front.

]]> + + + + discuss.channel + + comment + + + That's fantastic news, one less thing blocking timeline.

]]> + + + + discuss.channel + + comment + + + Huge relief honestly, that was hanging over us for weeks.

]]> + + + + discuss.channel + + comment + + + I bet, glad it's resolved.

]]> + + + + discuss.channel + + comment + + + Ops head is happy too, said we can move toward finalizing now.

]]> + + + + discuss.channel + + comment + + + Great to hear, let me know what's still needed from our side to get to sign-off.

]]> + + + + discuss.channel + + comment + + + I think just the final numbers reflecting everything we discussed, then we're good to take it to finance.

]]> + + + + discuss.channel + + comment + + + Perfect, I'll have that consolidated and sent over today.

]]> + + + + discuss.channel + + comment + + + Appreciated.

]]> + + + + discuss.channel + + comment + + + Quick unrelated thing, is Connaught Place area convenient if we ever needed an in-person meeting, or is your office elsewhere in Delhi?

]]> + + + + discuss.channel + + comment + + + We're actually based out of Gurgaon, but Connaught Place works fine if needed, central enough for both of us.

]]> + + + + discuss.channel + + comment + + + Good to know for future reference.

]]> + + + + discuss.channel + + comment + + + Anytime.

]]> + + + + discuss.channel + + comment + + + Also, just curious, how's the new Pune facility coming along construction-wise?

]]> + + + + discuss.channel + + comment + + + Mostly done actually, just some final electrical work pending.

]]> + + + + discuss.channel + + comment + + + That's good progress, lines up well with our implementation timeline.

]]> + + + + discuss.channel + + comment + + + Yeah the timing is working out better than I expected honestly.

]]> + + + + discuss.channel + + comment + + + Glad to hear it.

]]> + + + + discuss.channel + + comment + + + Reminder to team, the all-hands is at 4pm today, don't forget, this is just an internal note that landed here by mistake lol.

]]> + + + + discuss.channel + + comment + + + Haha no worries, ignored again.

]]> + + + + discuss.channel + + comment + + + These internal pings keep slipping into client threads today, sorry about that.

]]> + + + + discuss.channel + + comment + + + All good, it's kind of funny honestly.

]]> + + + + discuss.channel + + comment + + + Glad you're a good sport about it.

]]> + + + + discuss.channel + + comment + + + No problem at all.

]]> + + + + discuss.channel + + comment + + + Alright, consolidating the final numbers now based on everything we've locked in.

]]> + + + + discuss.channel + + comment + + + Sounds good, take your time getting it right.

]]> + + + + discuss.channel + + comment + + + Will do, want to make sure everything's accurate before it goes to your finance team.

]]> + + + + discuss.channel + + comment + + + Appreciated, that attention to detail matters a lot on our side.

]]> + + + + discuss.channel + + comment + + + Always want to get it right the first time.

]]> + + + + discuss.channel + + comment + + + It shows in how this whole process has gone honestly.

]]> + + + + discuss.channel + + comment + + + That really means a lot, thank you.

]]> + + + + discuss.channel + + comment + + + Well deserved.

]]> + + + + discuss.channel + + comment + + + Okay, just finished going through everything with our finance team internally to lock the final number.

]]> + + + + discuss.channel + + comment + + + Great, what's the final figure looking like?

]]> + + + + discuss.channel + + comment + + + After factoring the 2-year commitment discount, the all-in total comes to 18 lakhs 40 thousand for the full 3-phase rollout including the hardware bundle.

]]> + + + + discuss.channel + + comment + + + Okay that's within the range I was expecting honestly, good news.

]]> + + + + discuss.channel + + comment + + + That's great to hear, makes the finance conversation easier on your side too.

]]> + + + + discuss.channel + + comment + + + Definitely will.

]]> + + + + discuss.channel + + comment + + + I'll get the formal updated document over to you reflecting that 18.4L figure broken down by phase.

]]> + + + + discuss.channel + + comment + + + Perfect, that breakdown will help a lot when I present internally.

]]> + + + + discuss.channel + + comment + + + Sending it shortly.

]]> + + + + discuss.channel + + comment + + + Appreciated.

]]> + + + + discuss.channel + + comment + + + By the way, completely separate thing, do you know if Veltrix has any other locations that might eventually need this too, just curious for future planning on our end, not pushing anything now.

]]> + + + + discuss.channel + + comment + + + We do have a smaller facility in Chennai, but no plans to touch that for at least a year or two.

]]> + + + + discuss.channel + + comment + + + Good to know for the future, no pressure at all on that.

]]> + + + + discuss.channel + + comment + + + Appreciate you not pushing on that right now honestly.

]]> + + + + discuss.channel + + comment + + + Not our style, let's get this one right first.

]]> + + + + discuss.channel + + comment + + + Exactly the right approach.

]]> + + + + discuss.channel + + comment + + + Alright, sending the final breakdown document now.

]]> + + + + discuss.channel + + comment + + + Got it, will review and forward to finance today.

]]> + + + + discuss.channel + + comment + + + Perfect, let me know if finance has any questions, happy to hop on a call with them directly if needed.

]]> + + + + discuss.channel + + comment + + + Will definitely let you know, appreciate the offer.

]]> + + + + discuss.channel + + comment + + + Anytime, want to make this as smooth as possible for everyone involved.

]]> + + + + discuss.channel + + comment + + + It's been a genuinely smooth process so far, thank you for that.

]]> + + + + discuss.channel + + comment + + + That's great to hear, means a lot.

]]> + + + + discuss.channel + + comment + + + Well deserved feedback.

]]> + + + + discuss.channel + + comment + + + Quick reminder to self, parking garage is closed this weekend for maintenance, unrelated note to self again lol.

]]> + + + + discuss.channel + + comment + + + Haha these internal notes keep finding their way here.

]]> + + + + discuss.channel + + comment + + + I promise I'm usually more careful with this, busy week.

]]> + + + + discuss.channel + + comment + + + All good, genuinely don't mind.

]]> + + + + discuss.channel + + comment + + + Appreciate the patience.

]]> + + + + discuss.channel + + comment + + + Anyway, any update from finance after forwarding the breakdown?

]]> + + + + discuss.channel + + comment + + + Reviewing it now actually, should hear back by tomorrow.

]]> + + + + discuss.channel + + comment + + + Sounds good, fingers crossed it goes smoothly.

]]> + + + + discuss.channel + + comment + + + Should be fine, the number you gave is reasonable for what we're getting.

]]> + + + + discuss.channel + + comment + + + Glad you feel that way, we tried to be fair given the multi-year commitment.

]]> + + + + discuss.channel + + comment + + + It shows, appreciate the fairness honestly.

]]> + + + + discuss.channel + + comment + + + That's always the goal with long-term partnerships.

]]> + + + + discuss.channel + + comment + + + Feels that way from our side too.

]]> + + + + discuss.channel + + comment + + + Quick one, did finance flag any concerns at all on first look?

]]> + + + + discuss.channel + + comment + + + None so far, they actually said the quarterly payment structure makes it easier to approve internally.

]]> + + + + discuss.channel + + comment + + + That's great to hear, glad that structure is working in our favour here too.

]]> + + + + discuss.channel + + comment + + + Definitely helping move things faster.

]]> + + + + discuss.channel + + comment + + + Perfect, let's hope for a quick sign-off then.

]]> + + + + discuss.channel + + comment + + + Fingers crossed.

]]> + + + + discuss.channel + + comment + + + Good news, finance approved it. We're good to move forward.

]]> + + + + discuss.channel + + comment + + + That's fantastic news! Really glad to hear that.

]]> + + + + discuss.channel + + comment + + + Ops head is thrilled too, this has been a long time coming for us.

]]> + + + + discuss.channel + + comment + + + Excited to get started, this has been a great process on both sides honestly.

]]> + + + + discuss.channel + + comment + + + Couldn't agree more.

]]> + + + + discuss.channel + + comment + + + I'll get the formal contract drafted and sent over for signature.

]]> + + + + discuss.channel + + comment + + + Sounds good, who needs to sign on our end?

]]> + + + + discuss.channel + + comment + + + Just need an authorized signatory, sounds like that's you given what you mentioned earlier about your approval limit.

]]> + + + + discuss.channel + + comment + + + Yes, I can sign this one, it's within my threshold.

]]> + + + + discuss.channel + + comment + + + Perfect, sending the contract for signature shortly.

]]> + + + + discuss.channel + + comment + + + Will keep an eye out.

]]> + + + + discuss.channel + + comment + + + Also, once signed, kickoff is still targeted for the 3rd of next month as discussed.

]]> + + + + discuss.channel + + comment + + + Yes, still works perfectly with our Pune timeline.

]]> + + + + discuss.channel + + comment + + + Great, I'll start coordinating the implementation team on our end now.

]]> + + + + discuss.channel + + comment + + + Appreciated, looking forward to getting started.

]]> + + + + discuss.channel + + comment + + + Likewise, this has been a genuinely smooth deal to work on.

]]> + + + + discuss.channel + + comment + + + Feels the same from our side.

]]> + + + + discuss.channel + + comment + + + Sending the contract now, should be in your inbox shortly.

]]> + + + + discuss.channel + + comment + + + Got it, reviewing now.

]]> + + + + discuss.channel + + comment + + + Take your time, let me know if anything needs adjusting.

]]> + + + + discuss.channel + + comment + + + Looks accurate, matches everything we discussed, 2-year term, quarterly payments, phased rollout, 18.4L total.

]]> + + + + discuss.channel + + comment + + + That's exactly right, glad it all lines up cleanly.

]]> + + + + discuss.channel + + comment + + + Signing now.

]]> + + + + discuss.channel + + comment + + + Wonderful, thank you so much.

]]> + + + + discuss.channel + + comment + + + Signed and sent back.

]]> + + + + discuss.channel + + comment + + + Received it, we are officially good to go!

]]> + + + + discuss.channel + + comment + + + Excited to get this rolling finally.

]]> + + + + discuss.channel + + comment + + + Same here, I'll have our implementation lead reach out this week to schedule the kickoff call.

]]> + + + + discuss.channel + + comment + + + Perfect, I'll make sure our ops head is available for that.

]]> + + + + discuss.channel + + comment + + + Sounds great, talk soon.

]]> + + + + discuss.channel + + comment + + + Talk soon, and thank you again for being so patient through our internal delays.

]]> + + + + discuss.channel + + comment + + + Honestly it was a pleasure, these things take the time they take, glad we got here.

]]> + + + + discuss.channel + + comment + + + Really appreciate that mindset.

]]> + + + + discuss.channel + + comment + + + Looking forward to a great partnership ahead.

]]> + + + + discuss.channel + + comment + + + Likewise, here's to a smooth implementation.

]]> + + + + discuss.channel + + comment + + + Cheers to that.

]]> + + + + discuss.channel + + comment + + + By the way, small thing, can you loop in your implementation lead's direct contact so I don't have to go through this main thread for day to day stuff?

]]> + + + + discuss.channel + + comment + + + Of course, sharing her direct email and number now.

]]> + + + + discuss.channel + + comment + + + Got it, thank you.

]]> + + + + discuss.channel + + comment + + + She'll be your main point of contact from here for implementation specifics.

]]> + + + + discuss.channel + + comment + + + Perfect, makes sense to streamline that.

]]> + + + + discuss.channel + + comment + + + I'll still be around for anything contractual or relationship related though.

]]> + + + + discuss.channel + + comment + + + Good to know, appreciate you staying in the loop.

]]> + + + + discuss.channel + + comment + + + Always.

]]> + + + + discuss.channel + + comment + + + Alright, I think that wraps up everything on my end for now.

]]> + + + + discuss.channel + + comment + + + Agreed, this has been a really smooth process, thank you for your trust in us.

]]> + + + + discuss.channel + + comment + + + Thank you for the patience and flexibility throughout, genuinely made a difference.

]]> + + + + discuss.channel + + comment + + + That means a lot, looking forward to seeing this implementation succeed.

]]> + + + + discuss.channel + + comment + + + Same here, talk soon once kickoff is scheduled.

]]> + + + + discuss.channel + + comment + + + Talk soon!

]]> + + + + discuss.channel + + comment + + + One last thing, quick favour, can you send a one-line summary email of the final terms for my records? Just for my own filing.

]]> + + + + discuss.channel + + comment + + + Of course, sending a summary email now: 2-year contract, quarterly payments, phased 4-site rollout including Pune, total value 18 lakhs 40 thousand, kickoff targeted 3rd of next month.

]]> + + + + discuss.channel + + comment + + + Perfect, exactly what I needed for my records, thank you.

]]> + + + + discuss.channel + + comment + + + Anytime, glad we could close this out cleanly.

]]> + + + + discuss.channel + + comment + + + Couldn't have asked for a smoother process honestly.

]]> + + + + discuss.channel + + comment + + + That means a lot to hear, excited for what's ahead.

]]> + + + + discuss.channel + + comment + + + Likewise! Talk soon.

]]> + + + + discuss.channel + + comment + + + Talk soon, take care.

]]> + + + + discuss.channel + + comment + + + Quick one while I have you, do you want the contract sent as PDF or do you use DocuSign on your end?

]]> + + + + discuss.channel + + comment + + + DocuSign works better for us, faster turnaround internally.

]]> + + + + discuss.channel + + comment + + + Perfect, I'll send it via DocuSign then.

]]> + + + + discuss.channel + + comment + + + Appreciated.

]]> + + + + discuss.channel + + comment + + + Also, just so I have it on record, what's the best email for the formal contract, this one or a different one?

]]> + + + + discuss.channel + + comment + + + This one is fine, I check it daily.

]]> + + + + discuss.channel + + comment + + + Good to know.

]]> + + + + discuss.channel + + comment + + + By the way, will the hardware bundle ship separately or together with onboarding?

]]> + + + + discuss.channel + + comment + + + Hardware usually ships about a week before onboarding starts, so your team has time to unbox and set up.

]]> + + + + discuss.channel + + comment + + + That timing makes sense, gives us a buffer.

]]> + + + + discuss.channel + + comment + + + Exactly the intention.

]]> + + + + discuss.channel + + comment + + + Also curious, is there a warranty period on the scanners?

]]> + + + + discuss.channel + + comment + + + Yes, 1 year standard warranty, extendable if you want extra coverage.

]]> + + + + discuss.channel + + comment + + + Good to know, might look into extending depending on usage.

]]> + + + + discuss.channel + + comment + + + Happy to share those extension details whenever you're ready.

]]> + + + + discuss.channel + + comment + + + Will reach out closer to that time.

]]> + + + + discuss.channel + + comment + + + Sounds good.

]]> + + + + discuss.channel + + comment + + + Random reminder to self, need to submit my timesheet before Friday, ignore this lol.

]]> + + + + discuss.channel + + comment + + + Haha all good, very relatable.

]]> + + + + discuss.channel + + comment + + + Thanks for being a good sport about these stray internal notes today.

]]> + + + + discuss.channel + + comment + + + Honestly kind of enjoying the behind-the-scenes glimpse.

]]> + + + + discuss.channel + + comment + + + Glad it's entertaining at least.

]]> + + + + discuss.channel + + comment + + + Quick one, will there be a dedicated support contact post go-live or a general support line?

]]> + + + + discuss.channel + + comment + + + Both actually, dedicated contact for the first 60 days, general support line after that.

]]> + + + + discuss.channel + + comment + + + That's reassuring, especially for the first couple months.

]]> + + + + discuss.channel + + comment + + + Exactly why we structure it that way.

]]> + + + + discuss.channel + + comment + + + Smart approach honestly.

]]> + + + + discuss.channel + + comment + + + Also wanted to check, will your ops head need a separate login from the supervisors or same access level?

]]> + + + + discuss.channel + + comment + + + She'll need elevated access, full visibility across all sites.

]]> + + + + discuss.channel + + comment + + + Noted, we'll set up an admin-level account for her specifically.

]]> + + + + discuss.channel + + comment + + + Perfect, that's exactly what she'd want.

]]> + + + + discuss.channel + + comment + + + Good, we'll configure that during onboarding.

]]> + + + + discuss.channel + + comment + + + Sounds good.

]]> + + + + discuss.channel + + comment + + + Quick one, are weekends a hard no for any onboarding sessions, or could we do a Saturday if needed?

]]> + + + + discuss.channel + + comment + + + Weekdays strongly preferred, team isn't thrilled about weekend sessions.

]]> + + + + discuss.channel + + comment + + + Totally fair, we'll stick to weekdays then.

]]> + + + + discuss.channel + + comment + + + Appreciated.

]]> + + + + discuss.channel + + comment + + + Also, just double-checking, the Pune team will join onboarding remotely or will someone travel there in person?

]]> + + + + discuss.channel + + comment + + + Probably remote initially, in-person only if absolutely necessary.

]]> + + + + discuss.channel + + comment + + + That works fine on our end too, remote onboarding has gone smoothly for similar clients.

]]> + + + + discuss.channel + + comment + + + Good to know, that puts my mind at ease a bit.

]]> + + + + discuss.channel + + comment + + + We'll make sure it's just as thorough remotely.

]]> + + + + discuss.channel + + comment + + + Appreciate the reassurance.

]]> + + + + discuss.channel + + comment + + + Quick favour, can you share the Pune site's internet bandwidth specs, just so we can flag any infra concerns early?

]]> + + + + discuss.channel + + comment + + + Sure, let me get that from our facilities team and send it over.

]]> + + + + discuss.channel + + comment + + + No rush, just want to avoid surprises closer to go-live.

]]> + + + + discuss.channel + + comment + + + Makes sense, will get that to you this week.

]]> + + + + discuss.channel + + comment + + + Appreciated.

]]> + + + + discuss.channel + + comment + + + Also, are there any costs we should expect beyond what's already in the proposal, like add-ons we might not be thinking of?

]]> + + + + discuss.channel + + comment + + + Nothing beyond what's listed, the only variable would be if you add more users beyond the 40 down the line.

]]> + + + + discuss.channel + + comment + + + Good to know, don't expect that anytime soon but useful to know the trigger point.

]]> + + + + discuss.channel + + comment + + + Exactly why I wanted to flag it now rather than later.

]]> + + + + discuss.channel + + comment + + + Appreciate the transparency, again.

]]> + + + + discuss.channel + + comment + + + Always our approach.

]]> + + + + discuss.channel + + comment + + + Quick one, is there a mobile app component or is this purely desktop/terminal based for warehouse staff?

]]> + + + + discuss.channel + + comment + + + There's a lightweight mobile app for scanning on the floor, desktop for the back-office side.

]]> + + + + discuss.channel + + comment + + + That's great, floor staff will prefer mobile over carrying terminals around.

]]> + + + + discuss.channel + + comment + + + Yeah that's been a popular feature with similar warehouse clients.

]]> + + + + discuss.channel + + comment + + + Makes sense why.

]]> + + + + discuss.channel + + comment + + + Reminder to team, the new badge readers are installed on the 2nd floor, unrelated internal note again, sorry.

]]> + + + + discuss.channel + + comment + + + Haha no worries, these have been a fun addition to the thread today.

]]> + + + + discuss.channel + + comment + + + I promise tomorrow will be cleaner.

]]> + + + + discuss.channel + + comment + + + No complaints here honestly.

]]> + + + + discuss.channel + + comment + + + Appreciate the patience regardless.

]]> + + + + discuss.channel + + comment + + + Quick one, will there be a formal project plan document once contract is signed, or do we figure timeline out live?

]]> + + + + discuss.channel + + comment + + + Formal project plan, our implementation lead will share that within a few days of kickoff.

]]> + + + + discuss.channel + + comment + + + Perfect, that'll help me keep ops head and legal updated without me chasing details constantly.

]]> + + + + discuss.channel + + comment + + + Exactly the intention behind having that document.

]]> + + + + discuss.channel + + comment + + + Smart.

]]> + + + + discuss.channel + + comment + + + Alright, I think we've covered most of the operational questions, anything else on your mind before we move to closing this out?

]]> + + + + discuss.channel + + comment + + + I think that covers it from my side for now, can always circle back if something comes up.

]]> + + + + discuss.channel + + comment + + + Of course, door's always open for questions.

]]> + + + + discuss.channel + + comment + + + Appreciated, genuinely.

]]> + + + + + \ No newline at end of file diff --git a/discuss_ai_search/models/__init__.py b/discuss_ai_search/models/__init__.py new file mode 100644 index 00000000000..7bde5699031 --- /dev/null +++ b/discuss_ai_search/models/__init__.py @@ -0,0 +1,2 @@ +from . import discuss_ai +from . import discuss_channel diff --git a/discuss_ai_search/models/discuss_ai.py b/discuss_ai_search/models/discuss_ai.py new file mode 100644 index 00000000000..552973c13d8 --- /dev/null +++ b/discuss_ai_search/models/discuss_ai.py @@ -0,0 +1,53 @@ +import requests +from odoo.exceptions import UserError +from odoo import _ + +GEMINI_URL = "https://generativelanguage.googleapis.com/v1beta/models/gemini-2.5-flash-lite:generateContent" + + +def _get_api_key(env): + api_key = env['ir.config_parameter'].sudo().get_param('ai.google_key') + if not api_key: + raise UserError(_("Please configure the Google API key in Settings.")) + return api_key + + +def ask_ai(env, prompt): + headers = { + "x-goog-api-key": _get_api_key(env), + "Content-Type": "application/json" + } + payload = { + "contents": [{"parts": [{"text": prompt}]}], + "generationConfig": { + "responseMimeType":"application/json", + "responseSchema":{ + "type":"object", + "properties":{ + "answer":{"type":"string"}, + "message_ids":{ + "type":"array", + "items":{"type":"integer"} + } + }, + "required":["answer","message_ids"] + } + } + } + response = requests.post(GEMINI_URL, headers=headers, json=payload, timeout=60) + response.raise_for_status() + data = response.json() + return data['candidates'][0]['content']['parts'][0]['text'] + +def ask_ai_summarize(env, prompt): + headers = { + "x-goog-api-key": _get_api_key(env), + "Content-Type": "application/json" + } + payload = { + "contents": [{"parts": [{"text": prompt}]}] + } + response = requests.post(GEMINI_URL, headers=headers, json=payload, timeout=60) + response.raise_for_status() + data = response.json() + return data['candidates'][0]['content']['parts'][0]['text'] \ No newline at end of file diff --git a/discuss_ai_search/models/discuss_channel.py b/discuss_ai_search/models/discuss_channel.py new file mode 100644 index 00000000000..58accd6d32c --- /dev/null +++ b/discuss_ai_search/models/discuss_channel.py @@ -0,0 +1,69 @@ +from odoo import models +from odoo.tools import html2plaintext +import json +from odoo.addons.mail.tools.discuss import Store +from . import discuss_ai + + +class DiscussChannel(models.Model): + _inherit = "discuss.channel" + + def action_ask_ai(self, user_prompt): + self.ensure_one() + + messages = self.message_ids.filtered(lambda m: m.message_type == 'comment').sorted('id') + if not messages: + return "There are no messages in this conversation yet.", {}, [] + + lines = messages.mapped( + lambda m: f"[{m.id}] {m.author_id.name}: {html2plaintext(m.body)}" + ) + + conversation = "\n".join(lines) + + prompt = f"""You are answering a question about a team chat conversation. +Use ONLY the messages below. Each line starts with its message id in brackets, e.g. "[42]". +Answer in 2-4 plain sentences, written naturally for a human to read. +The "answer" field must contain ONLY natural language prose. Do NOT include any +message ids, numbers in brackets like "[42]", or a trailing list of numbers +(e.g. "...,22,23,24,25") anywhere in the answer text. +Put the ids of the messages you relied on ONLY in the separate message_ids field (at most 5). + +Conversation: +{conversation} + +User Prompt: {user_prompt} +""" + text = discuss_ai.ask_ai(self.env, prompt) + result = json.loads(text) + breakpoint() + answer = result['answer'] + message_ids = result['message_ids'] + references = self.env['mail.message'].browse(message_ids).exists() + store_data = Store().add(references).get_result() + return answer, store_data, references.ids + + + def action_summarize_ai(self): + self.ensure_one() + + messages = self.message_ids.filtered(lambda m: m.message_type == 'comment').sorted('id') + if not messages: + return "There are no messages in this conversation yet." + + lines = messages.mapped( + lambda m: f"{m.author_id.name}: {html2plaintext(m.body)}" + ) + conversation = "\n".join(lines) + + prompt = f"""Summarize the conversation below in a short paragraph, then add a heading +"Key points:" in bold, followed by the key decisions made as a bullet list. +Format the entire response as simple HTML using only

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